Member Services Representative Trainee

5Star Life Insurance Company is dedicated to serving military members and first responders by providing tailored insurance solutions. The Member Services Representative Trainee role involves supporting members by responding to inquiries, documenting updates, and ensuring compliance with privacy laws while delivering high levels of customer service.

Responsibilities

• Scan and upload member update forms
• Document member updates
• Participate in Team communications
• Ensure security of all member information, following processes, procedures, and compliance requirements
• Take phones calls and escalate, if appropriate
• Handle all member requests within guidelines; document all actions taken
• Respond to shared email box
• Review and process member updates
• Scan and upload new business applications
• Monitor and take action on PO Box correspondence

Skills

• High School diploma, GED, or equivalent required
• Ability to quickly learn and effectively apply knowledge of relevant systems, databases, and technology essential to their role
• Working understanding of life insurance products and industry policies is crucial, though the willingness to develop this expertise is also valued
• Strict adherence to privacy laws and company guidelines is a must
• Strong focus on safeguarding client information
• Excellent multitasking skills
• Maintaining professional and efficient customer service while navigating various systems
• Active listening
• Clear communication
• Attention to detail
• Proactive service orientation
• Strong time management skills
• Personal accountability, taking ownership of both successes and mistakes
• Commitment to driving the organization toward its goals
• Customer service experience a plus
• Understanding of the Military, including National Guard, and First Responder Culture or the ability to learn

Benefits

• Health insurance (medical, dental, and vision)
• Flexible spending accounts (medical and dependent care)
• 401k plan with generous employer match
• Paid time off
• Paid holidays (12)
• Life insurance
• Short- and long-term disability insurance
• Employee assistance program
• Professional development & tuition reimbursement
• Career growth opportunities
• On-site gym and locker rooms (Alexandria, VA office only)
• Friendly, collaborative culture

Company Overview